Make Your Own Zap with Triggers + Actions

1. Select a Trigger

New Call

New Message

Triggers when a new message is sent, either by an operator or a visitor.

False

New Client

Triggers when a new client is created.

False

New Appointment

Triggers when a new appointment is made for a specific company.

2. Select an Action

Create Client

Creates a new client.

Add Email Activity

Adds email activity based on the email address (only if email address is found) in LionDesk.

Create New Contact

Creates a new Contact.

3. Create this Zap!

Zapier combines Triggers (like "New Email") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. Select a Trigger and Action from the lists to start creating a Zap!

What Is Zapier?

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